OverviewTaxesSettingsSign out


equity details

Your Grants

Annual Salary:
Number of shares:
Filing status:
Fair maket value:
Strike price:


Estimated total grant value
Vested shares %
Unvested shares %
Insert equity portfolio here

Exercise Planner

Total cost to exercise shares
Total value of vested equity
Profit from vested equity
Taxes from exercise
Optimize exercise
Optimizing equity with your advisor helps to:

Meet your advisor

Derrick Madole, CPA

Derrick has over 14 years of public accounting experience. His experience includes individual, corporate, flow-through, and fiduciary federal and state income taxes. He's a Certified Public Accountant from the State of Texas, and specializes in equity compensation tax strategies.

Derrick holds both a Master of Business Administration in Accounting, and a Master of Jurisprudence in International Taxation from the Texas A&M School of Law.